Austin, TXCIK 19644374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abivax SA | 649.2K | $87.55M | 16.1% | −152.0K | Reduced |
| 2 | Amylyx Pharmaceuticals Inc | 4.50M | $54.32M | 10.0% | −108.4K | Reduced |
| 3 | Cogent Biosciences Inc | 1.22M | $43.23M | 7.9% | −808.0K | Reduced |
| 4 | Jazz Pharmaceuticals PLC |
| 248.1K |
| $42.17M |
| 7.7% |
| −52.5K |
| Reduced |
| 5 | Vaxcyte Inc | 798.9K | $36.86M | 6.8% | +10.5K | Added |
| 6 | Dyne Therapeutics Inc | 1.79M | $34.99M | 6.4% | −885.9K | Reduced |
| 7 | Pharvaris N V | 1.14M | $31.64M | 5.8% | +253.7K | Added |
| 8 | Celcuity Inc | 317.1K | $31.63M | 5.8% | −156.7K | Reduced |
| 9 | Alumis Inc | 3.14M | $30.61M | 5.6% | +3.14M | New |
| 10 | Disc Medicine Inc | 298.4K | $23.70M | 4.3% | −42.5K | Reduced |
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